| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3 years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $168,213 |
Filed as: RAYMOND JAMES FINC SRVCS ADVS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,700 |
Filed as: VALIC Service code 28 · EIN 74-1625348 | Investment Management | $11,665 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,623 | $67,512+108.3% | $185,854-24.3% | $93,010+51.2% |
| Participation rate | 97.8% | 67.1%+30.6pp | 81.7%+16.0pp | 73.9%+23.9pp |
| Annual return | 13.80% | 21.04%-7.2pp | 122.12%-108.3pp | 158.70%-144.9pp |
| Employer contribution / active EE | $11,719 | $1,783+557.2% | $5,169+126.7% | $2,705+333.2% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $86 | $318-73.0% | $16,246-99.5% | $152-43.5% |